Client Disclosures

All Clients:

Woodbury Financial Services, Inc. - Guide to Investing PDF | 352 KB - 11/2012
Woodbury Financial Services, Inc. - 408(b)(2) Disclosure PDF | 267 KB - 06/01/2015
 



Brokerage Clients:

Woodbury Financial Client Brokerage Fee Schedule PDF | 71 KB - 07/2019
Woodbury Financial Sweep Money Market Changes PDF | 669 KB - 01/01/2019
Woodbury Financial FDIC Insured Deposit Program PDF | 198 KB - 11/07/2019



Advisory Clients:

Investment Advisory Services Brochure:
Woodbury Financial Form ADV Part 2A PDF | 589 KB - August 23, 2019

Form ADV Part 2B Brochure Supplement:
Woodbury Financial Form ADV Part 2B Brochure Supplement PDF | 16 KB - 01/19/2016


VISION2020 Wealth Management® Platform (WMP):

Advisor Managed Portfolios (AMP) Part 2A Appendix 1 Program Brochure:
AMP Part 2A Appendix 1 PDF | 401 KB - November 1, 2019

Genesis Model Portfolios Program (GMPP) Part 2A Appendix 1 Program Brochure:
GMPP Part 2A Appendix 1 PDF | 380 KB - November 1, 2019

Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA)
Part 2A Appendix 1 Program Brochure:
SMA and UMA Part 2A Appendix 1 PDF | 451 KB - November 1, 2019

Custom Allocation Program® (CAP) and Advisor Choice Trading (ACT) Programs have transitioned to the Wealth Management Platform (WMP), Advisor Managed Portfolios (AMP) Program.